JWM
Jacobus Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $166K | Hold |
4,243
| – | – | 0.04% | 179 |
|
|
2017
Q2 | $160K | Hold |
4,243
| – | – | 0.04% | 182 |
|
|
2017
Q1 | $176K | Sell |
4,243
-1,750
| -29% | -$72.6K | 0.05% | 166 |
|
|
2016
Q4 | $255K | Hold |
5,993
| – | – | 0.07% | 141 |
|
|
2016
Q3 | $243K | Buy |
5,993
+2,000
| +50% | +$81.1K | 0.07% | 159 |
|
|
2016
Q2 | $173K | Sell |
3,993
-4,527
| -53% | -$196K | 0.05% | 176 |
|
|
2016
Q1 | $334K | Buy |
8,520
+100
| +1% | +$3.91K | 0.1% | 159 |
|
|
2015
Q4 | $290K | Buy |
8,420
+910
| +12% | +$31.3K | 0.08% | 173 |
|
|
2015
Q3 | $245K | Sell |
7,510
-415
| -5% | -$13.6K | 0.07% | 186 |
|
|
2015
Q2 | $281K | Sell |
7,925
-1,365
| -15% | -$48.4K | 0.07% | 187 |
|
|
2015
Q1 | $303K | Hold |
9,290
| – | – | 0.08% | 169 |
|
|
2014
Q4 | $312K | Hold |
9,290
| – | – | 0.08% | 163 |
|
|
2014
Q3 | $327K | Sell |
9,290
-775
| -8% | -$27.3K | 0.09% | 165 |
|
|
2014
Q2 | $356K | Sell |
10,065
-1,071
| -10% | -$37.9K | 0.09% | 171 |
|
|
2014
Q1 | $391K | Buy |
11,136
+446
| +4% | +$15.6K | 0.1% | 159 |
|
|
2013
Q4 | $376K | Buy |
10,690
+2,592
| +32% | +$91.2K | 0.11% | 149 |
|
|
2013
Q3 | $274K | Hold |
8,098
| – | – | 0.1% | 148 |
|
|
2013
Q2 | $287K | Buy |
+8,098
| New | +$287K | 0.1% | 139 |
|